How to Build a Finance AI Agent in 2025

AI is reshaping finance by automating analyses and decisions that once took teams of analysts. A finance AI agent is essentially a co-pilot for financial tasks – think of it as a smart assistant that can understand financial data, answer questions, and even perform actions like generating reports or flagging transactions. Powered by large language models (LLMs) (the technology behind ChatGPT) and presented in a familiar chat interface, this agent can converse naturally. What makes it special is the use of Generative UI (GenUI) – instead of just text answers, the agent can respond with live, interactive charts, tables, and other components. For example, if you ask for a budget breakdown, it could show an interactive pie chart right in the chat. This is made possible by tools like C1 by Thesys – the GenUI API that turns AI outputs into working UI elements in real time. In this blog, we’ll explain how to build an AI finance agent from the ground up in seven steps, blending AI intelligence with an adaptive UI.

Key Takeaways: 7 Steps at a Glance

• Identify Goals and Data Sources: Define what financial tasks your agent will handle (e.g. reporting, analysis) and gather the relevant data or API access it needs.
• Choose an LLM and Strategy: Select a suitable large language model (such as GPT-4) and decide how to tailor it for finance (through prompts or fine-tuning).
• Integrate Domain Knowledge: Provide the agent access to your financial data or documents – for instance, connect databases, spreadsheets, or use a knowledge base for context.
• Add Tools for Automation: Equip the agent with necessary tools and APIs (like market data feeds or calculators) so it can fetch real-time information and execute calculations.
• Design Agent Logic and Prompts: Define how the agent should interpret user queries, use any tools, and format responses. Craft clear prompts and rules to guide its reasoning.
• Implement Generative UI (GenUI): Upgrade the interface to a ChatGPT-style chat that renders dynamic charts, tables, and forms from the AI’s answers, boosting user experience and scalability.
• Test, Secure, and Deploy: Rigorously test the agent’s outputs, put guardrails for accuracy and compliance, then deploy it to your users and monitor usage for improvements.

What Is a Finance AI Agent?

A finance AI agent is an intelligent assistant that autonomously interacts with financial data and systems to help with tasks you’d normally assign to an analyst or accountant. In plain terms, it’s like a smart chatbot that not only chats, but acts – it can pull data from spreadsheets or databases, run financial calculations, and present results in a useful way. Unlike a basic FAQ bot, a finance AI agent understands goals like “generate a quarterly cash flow report” or “flag any suspicious expenses,” and then works through the steps to fulfill the request. It can ingest various sources (e.g. Excel files, bank transaction feeds, PDF reports) and reason over them using both programmed logic and an LLM’s natural language understanding. The outputs might be answers to questions (“Your Q2 revenue increased 5% over Q1”), completed tasks (a draft financial report), or alerts (notifying of a compliance issue). In essence, the agent serves as a copilot for finance, handling data-heavy chores and providing insights so that finance professionals can make decisions faster.

Typical inputs to a finance AI agent include plain-language questions or commands (for example, “Compare this month’s expenses to last month’s”). The agent might also take in raw data like transaction lists or ledger entries as context. Based on these, it uses its knowledge of finance (embedded via models or rules) to generate an output. Outputs are often a mix of text and visuals: you might get a written summary, along with an interactive chart or a table of numbers that you can explore. This rich output is displayed in a ChatGPT-style interface, meaning you interact through a chat box as if conversing with an assistant. The key difference is the interface isn’t static – thanks to Generative UI (GenUI), the AI can create parts of its own UI on the fly to best answer your query. For instance, ask for a trend analysis and the agent might render a line chart right within the chat. This makes the experience more intuitive than scrolling through pages of text, especially for finance where seeing the numbers is crucial.

The Stack: What You Need to Build a Finance AI Agent

Building a finance AI agent requires combining several layers of technology, from data infrastructure up to the user interface. Let’s break down how to build a finance AI agent by examining each layer of the stack, tailored for financial applications. The stack ranges from back-end components (data and models) to front-end components (the Agent UI that users see). Each layer has different options depending on your scale and needs – from quick prototypes to robust production systems. Below is an overview of the key layers and their purpose:

Stack Overview

Order	Layer	Purpose (one-liner)	Alternatives (examples)
1	Financial Data Sources	Connect the raw financial data and feeds your agent will use.	CSV files, Database, Real-time API feeds
2	Knowledge Base & Memory	Store and retrieve context (documents, facts, prior queries).	None (direct LLM), Vector database, Finetuned model
3	LLM Model (AI Brain)	The language model that understands queries and generates responses.	OpenAI GPT-4 API, Local LLM (LLaMA2), Domain-specific model
4	Domain Instruction & Prompting	Techniques to specialize the LLM for finance tasks and jargon.	System prompt, Few-shot examples, Fine-tuning on finance data
5	Agent Logic & Tools	Orchestrates the LLM and calls external tools/APIs to perform actions.	No tools (Q&A only), LangChain framework, Custom Python logic
6	Generative UI (GenUI)	Dynamic front-end that renders the AI’s answers as interactive UI components.	C1 by Thesys, Hand-coded UI templates, Text-only chat interface
7	Deployment & Monitoring	Infrastructure to deploy the agent and monitor its performance and compliance.	Local app, Cloud service (AWS, GCP), Managed AI platform

Now, let’s dive into each layer in detail, understanding what it is, how it functions, choices available, and best practices – with examples geared towards a finance use case.

1. Financial Data Sources & Ingestion

What this layer is

This is the foundation of your finance AI agent: the data it will work with. Financial data sources include anything from internal spreadsheets and SQL databases, to real-time feeds like stock prices or accounting software via APIs. Ingestion refers to how you fetch and update that data for the AI to use. This layer sits at the bottom because if your agent can’t access relevant, up-to-date financial information, it won’t be very useful. It could be as simple as a static CSV file you upload, or as complex as streaming data pipelines from multiple enterprise systems.

Function

• Connect to data systems: Bridges your agent to sources like ERP databases, Excel/CSV files, banking APIs, or financial data providers. It ensures the AI always has the latest numbers and records.
• Data preprocessing: Cleans and normalizes financial data (e.g. converting currencies, handling missing values) so that the information fed to the model is accurate and consistent.
• Scheduling updates: Sets how often data is refreshed or pulled. For instance, daily transaction logs might import every night, whereas stock prices might stream in real-time. A timely data feed ensures the agent’s answers (like a financial dashboard or analysis) reflect the current state of your finances.

Alternatives

• Manual import (Prototype): Upload static files or enter data by hand. Quick to start for testing, but data can become stale and it doesn’t scale well.
• Direct DB/API connections (Mid-scale): Use connectors or ETL scripts to link the agent with live databases or web APIs (e.g. QuickBooks or Yahoo Finance API). More maintenance but keeps data current and can cover multiple sources.
• Data warehouse & pipeline (Production): Set up a robust pipeline where all relevant data funnels into a warehouse or lake (like Snowflake or BigQuery) and from there into the agent’s system. This is highly scalable and easier to govern (with compliance checks, versioning), but requires significant engineering effort.

Best practices

• Start small, then expand: Begin with a few key data sources that cover the majority of your use-case. Don’t integrate every system at once; add more sources as the agent proves value.
• Ensure data quality: Finance data must be accurate. Implement validation checks during ingestion (e.g. totals balancing, date format consistency) to avoid garbage-in, garbage-out.
• Stay compliant: When pulling sensitive financial data (like customer transactions or P&L statements), follow security protocols. Use encryption for data in transit, and ensure access to data sources is logged and authorized (important for audits).

Example for Finance

Imagine you’re building an AI agent for expense management. For data sources, you might start by connecting a monthly expenses CSV and a budgeting spreadsheet. The ingestion layer could be a small script that updates these from your accounting software each night. As a result, when a user asks “What’s the total spend on marketing last month?”, the agent has the latest expense entries to calculate and respond accurately. In a more advanced setup, you could integrate directly with your accounting system’s API (like Xero or QuickBooks) so that any new expense or invoice is automatically included in the agent’s knowledge.

2. Knowledge Base & Memory

What this layer is

This layer acts as the agent’s extended memory and reference library. A knowledge base in this context might be a database or an index of documents that the agent can search to find relevant information (especially if the data is too large to fit into the LLM’s prompt directly). It could include financial reports, policy documents, historical transaction logs, or any domain content the agent should draw from. Additionally, “memory” refers to keeping track of the conversation history or context so the agent remembers what has been asked and answered, much like how ChatGPT can refer back to earlier in a chat. This layer is typically implemented with technologies like vector databases (for semantic search) or cached context from prior interactions.

Function

• Store domain knowledge: Holds important reference material (e.g. last year’s annual report, regulatory guidelines, client profiles) that the agent can pull in when needed. Instead of hardcoding all facts into the LLM, the agent can look up details on the fly.
• Provide context for queries: When a user’s question relates to a specific document or past conversation, the knowledge base helps retrieve those relevant snippets. For example, if you ask “What were our Q1 profits?” the agent might fetch that figure from a stored financial statement.
• Maintain conversational memory: Keeps track of what the user has asked so far and the agent’s answers. This avoids repetition and allows follow-up questions (“Was that higher than last year?”) to be understood in context. Good memory management makes the agent feel more coherent and helpful over a multi-turn interaction.

Alternatives

• No separate knowledge base: For a simple agent, you might rely purely on the LLM with a limited prompt (just the user question each time). Quick setup but the agent won’t recall prior context or detailed data well.
• Vector database (semantic search): Use an embedding store (like Pinecone, Weaviate, or an open-source FAISS) to index your financial documents. The agent finds relevant text by meaning, not just keywords. Great for mid-sized knowledge (tens of thousands of records) and allows retrieval-augmented generation (RAG), where the LLM gets a couple of pertinent document excerpts each time.
• Finetuned model or long-context LLM: At a larger scale, you might train or use an LLM that already “knows” your data (fine-tuning on your corpus) or one with a huge context window (like GPT-4 32k or beyond). Fine-tuning can embed knowledge directly but is resource-intensive and requires retraining for updates. Long-context models can take a lot of raw data per query but may be costly to run for every prompt.

Best practices

• Keep knowledge updated: Just like data sources, ensure your knowledge base reflects the latest information. For example, if new financial regulations come out, add them to the repository so the agent doesn’t give outdated advice.
• Use summaries for large texts: If you have very large documents (say a 100-page annual report), consider adding a summary version to the knowledge base. The agent can read the summary first for speed, and dive into full text if needed.
• Limit memory scope: In conversation, don’t let the agent carry the entire chat history forever – it can overwhelm the model. Use techniques like summary of past interactions or windowed context (only the last N turns) to keep the relevant parts in focus. This prevents the agent from getting confused or slow as the chat grows.

Example for Finance

Suppose your finance AI agent assists with compliance and you have a library of policy documents. You might use a vector database to index all compliance manuals and past audit reports. When a user asks, “What’s the spending limit for office supplies before approval is needed?”, the agent searches the knowledge base, finds the relevant policy clause (e.g. “purchases over $5,000 require CFO approval”), and uses that to answer. The conversation memory ensures that if the user follows up with “How about for client entertainment expenses?”, the agent knows we’re still talking about approval limits, and it can fetch the rule for that category without starting from scratch.

3. LLM Model (AI Brain)

What this layer is

At the heart of the agent is the LLM (Large Language Model) – essentially the AI’s brain. This is the model (like OpenAI’s GPT-4, Google’s PaLM/Gemini, or open-source models like LLaMA 2) that understands natural language and generates responses. It’s called “large” because it’s been trained on massive amounts of text data, giving it a broad knowledge of language and the world. In our stack, the LLM handles interpreting the user’s question, reasoning through it, and producing an answer (often in coordination with other layers like the knowledge base or tools). You can think of it as the engine that drives the agent’s intelligence. This layer can be accessed via an API (for hosted models like GPT-4) or run locally/on-premises if you have a smaller model and the computing power.

Function

• Natural language understanding: Parses the user’s input to figure out what is being asked. It understands context, even if a question is asked in different ways (“How much did we earn?” vs “What were the revenues?”).
• Reasoning and generation: Using its training and any provided context, the LLM formulates a useful response. In a finance agent, this might involve step-by-step reasoning – for example, retrieving two numbers (revenue and expense) and calculating profit before answering, or determining which tool to use for a task.
• Adaptation to instructions: The LLM can follow additional instructions or style guidelines you give it (like “answer in one paragraph” or “explain like I’m new to finance”). This makes the output more controlled. Modern LLMs are very flexible, generating not just plain text but also structured outputs if asked – which is how we’ll later get it to produce UI components via GenUI.

Alternatives

• Cloud API LLMs: Use a hosted model service (e.g. OpenAI GPT-4 or Anthropic Claude). These offer excellent quality and convenience – just an API call – but come with usage costs and send data off-site (so consider confidentiality of financial data).
• Open-source LLM (local): Deploy a model like LLaMA 2 or GPT-J on your own server. This gives more privacy and control (data stays in-house) and can be cheaper long-term, but requires expertise to set up and often lags a bit in raw capability compared to the very latest proprietary models.
• Domain-specific model: In some cases, there are models tuned for finance (for example, Bloomberg released a financial LLM for terminology). Or you could finetune a general model on your company’s financial data. A domain model can excel in jargon and specific tasks (like parsing SEC filings) with higher accuracy on that niche, but it may perform worse outside its specialty and needs retraining as data evolves.

Best practices

• Choose the right model size: Bigger isn’t always better for your use case. A smaller model (with fewer parameters) might be faster and sufficient for simple tasks like expense queries, whereas complex tasks (like interpreting legal clauses in contracts) might need a more powerful model. Test a few options to balance accuracy and speed/cost.
• Use versioning: Models get updated or improved. Track which model version you’re using (e.g., GPT-4 vs GPT-4.5) and have a plan to evaluate new versions on your tasks. In finance, even a subtle change might affect how numbers are handled or compliance explanations are given.
• Monitor outputs for bias/errors: No model is perfect. Keep an eye on the answers the LLM gives – especially with financial advice or critical calculations. If you find consistent errors (say it misunderstands a particular term like “EBITDA”), you may need to adjust your prompts or fine-tune the model. Always have a validation layer for important outputs (for instance, double-checking calculations or ensuring policies cited actually exist in your docs).

Example for Finance

Let’s say our finance agent is answering employee questions about travel expense policy. The LLM model would take a question like “Can I expense a $200 client dinner?” and interpret it. With its general training, it knows what “expense” means in context, and perhaps with additional company policy context (from the knowledge base), it will reason out an answer. It might output something like: “Yes, client dinner costs are usually expensable up to your meal limit. For a $200 dinner, make sure it’s within the allowed per-person rate and submit the receipt.” Here the model understood the question and generated a helpful response using both general understanding and specifics from provided data. If we were using GPT-4 via API, all of this happens by sending the model the conversation context and receiving the generated answer.

4. Domain Instruction & Prompting

What this layer is

Even a great LLM needs guidance to perform as a focused finance assistant. Domain instruction & prompting is about steering the AI so it understands its role and uses the right tone and knowledge for finance. This layer is essentially the “configuration” of the model’s behavior. It can include a system prompt that defines the agent’s persona and scope (e.g. “You are a financial analyst bot that helps with corporate finance questions.”), as well as example Q&A pairs or rules (prompt engineering). In some cases, this layer could also involve fine-tuning the model – which means training it further on domain-specific data or Q&A so it internalizes finance expertise. Prompting is a quicker, on-the-fly way to shape responses, whereas fine-tuning is a heavier but more permanent way to instill knowledge.

Function

• Set the agent’s role and tone: A system prompt or initial instruction can tell the model to act as a helpful, professional finance assistant. For instance, we may instruct: “Always explain in simple terms and include definitions for finance jargon when a non-expert might be asking.” This ensures consistency in answers (formal vs casual tone, level of detail, etc.).
• Incorporate business context: Through prompts, you can provide context like the company name, the current date/quarter, or any assumption the AI should use. For example: “Our fiscal year starts in July” or “We use USD as default currency”. These details help the agent avoid mistakes.
• Guide output format: You can prompt the model to produce answers in certain formats. A special use in our case is guiding the model to output Thesys DSL snippets – effectively telling it how to specify UI components instead of just text. For example, you might add to the prompt: “If the data is best shown in a chart, output a GenUI chart component with appropriate labels.” This layer thus links closely with the GenUI layer, as the prompts help the model decide when to include something like a table or chart in its answer.

Alternatives

• Basic system prompt: Start with a simple instruction to set the context (e.g. “You are an AI finance assistant…”). This is easy and fast but might not cover all nuances. You may need to refine it as you see how the agent responds.
• Few-shot prompting: Provide a couple of example questions and ideal answers in the prompt. For instance, show how to answer a budget question or how to display a result as a table. This helps the model mimic the style and approach. It’s effective for guiding format or correctness without additional training, but it uses up some of the prompt length (context window).
• Fine-tuning on domain data: For a more heavy-duty solution, you could fine-tune an LLM on a dataset of Q&As or financial text from your company. This can embed a ton of domain knowledge (so the model knows specifics like “quarterly report structure” or company-specific terminology). The result is highly tailored outputs without always needing long prompts, but it requires collecting training data and can be costly. Also, fine-tuning locks in certain behaviors, whereas prompts can be easily changed – so consider it when you have stable, frequent queries.

Best practices

• Iterate your prompts: Treat prompt design as an experimental process. Start with a straightforward instruction, test the agent’s output on various questions, and adjust. You might find you need to say “always answer with a short summary then details” or remind it of a policy (“never provide confidential info”). Small phrasing tweaks can change results significantly.
• Cover edge cases: In finance, some questions could be ambiguous or beyond scope. Use instructions for these: e.g. “If you’re unsure or if it’s a request requiring human approval (like a large transaction), the agent should not fabricate an answer but instead suggest escalation.” This guards against the AI confidently giving wrong or unauthorized info.
• Leverage templates: Create prompt templates for common tasks. For instance, a template for comparing metrics might be: “Compare [Metric1] and [Metric2] for [Time Period] and explain the result.” When the agent gets a relevant query, your code can slot specifics into this template. It ensures consistency and that the AI gets all the necessary instruction each time.

Example for Finance

You want your agent to be good at answering questions about quarterly results. A domain instruction could be: “You are a virtual financial analyst. You have access to the company’s quarterly reports. When asked about financial results, provide a brief summary, then key figures, and offer to show a chart if it helps.” 

Along with that, you might do prompting by giving an example in the system message: “Q: What were the Q2 profits? A: Our Q2 profit was $2M, a 10% increase from Q1. (If a comparison chart is needed, the assistant shows a bar chart comparing Q1 and Q2 profits.)”

This way, when a real user asks a similar question, the LLM has a clear model of how to respond. Over time, if you notice the agent’s answers are too verbose or not detailed enough, you can refine these instructions. By using such prompting techniques, even a general model can act highly specialized for your finance domain without having to be explicitly trained on all your data.

5. Agent Logic & Tools

What this layer is

The agent logic & tools layer is the “decision-making” part of the stack that goes beyond just answering with text. Here, the AI agent figures out how to answer a query, possibly by breaking it into sub-tasks or invoking external tools. Think of it as the orchestration layer that coordinates between the LLM and any actions it can take. For simple Q&A, the agent logic might just be “pass question to LLM, return answer.” But for complex tasks, the agent might need to use a calculator, call an API, or perform multi-step reasoning. Tools can include anything from a web API (like pulling the latest stock price) to a Python function (like calculating a statistic) or a database query. Frameworks like LangChain or similar “agent” libraries help set up this orchestration, allowing the AI to decide when to use which tool. In essence, this layer gives the AI agent arms and legs – it can not only “think” via the LLM, but also act (retrieve data, run code, etc.) as needed.

Function

• Plan and break down tasks: For a complicated request (“Analyze my portfolio and suggest rebalancing”), the agent logic can break it into steps: e.g., 1) get current portfolio data, 2) fetch market trends, 3) run calculations, 4) formulate advice. The agent might use the LLM to plan these steps (a process sometimes called chain-of-thought prompting) before executing them.
• Tool selection and execution: Based on the query, the agent decides if it needs a tool. For example, if asked “What’s the latest price of AAPL stock and how does it compare to last week?”, the agent might call a finance API for AAPL’s price, then use the LLM to generate the comparison narrative. Tools could be financial APIs, calculators for formulas (NPV, IRR), sending an email report, or updating a record in a system. The logic ensures the right tool is called with the right parameters, and the results are fed back into the LLM’s context to form the answer.
• Error handling and fallbacks: If a tool fails (say an API is down or returns an error), the agent logic catches it and decides what to do – maybe try an alternative source or apologize to the user. This layer can include guardrails like timeouts (don’t wait forever for a response) and sanity checks (if the tool’s output seems off, maybe don’t trust it blindly). For finance, this is important to maintain reliability and trust.

Alternatives

• No external tools (Q&A only): At minimum, your agent can be a pure LLM-driven Q&A system. Easiest setup, but it won’t have real-time data or the ability to perform calculations beyond the model’s internal capacity. This might be fine for static knowledge queries (like “what is EBITDA?”) but limiting for dynamic tasks.
• Use an agent framework: Incorporate a library like LangChain or Microsoft’s Autogen. These provide a structure for defining tools and let the LLM decide via special prompts when to use them. It’s powerful because the AI can learn a sort of script (“If asked for stock price, use the stock tool”) through few-shot examples. However, it can be complex to debug when the AI doesn’t pick the right tool or gets stuck.
• Custom logic in code: Write your own simple orchestrator. For instance, wrap the LLM: before sending a prompt, check if the query contains certain keywords. If it says “chart” or “plot”, you might call a chart-generating function instead. Or if asking for a KPI that’s a straightforward database query, fetch the data first, then feed it to the LLM to explain. This gives more control and transparency, but requires more manual coding for each type of query and doesn’t adapt to new questions as flexibly as an AI-driven approach.

Best practices

• Limit tool permissions: Especially in finance, be cautious with what tools you allow the agent to use autonomously. For example, giving an agent the ability to execute arbitrary database writes or initiate transactions could be risky. Start read-only: let it fetch data and suggest actions, but perhaps require human confirmation for any actual money movement or record changes.
• Test each tool integration thoroughly: If your agent uses a currency conversion API, test how the agent handles various scenarios (API returns null, or extremely large values, etc.). Ensure the agent logic has fallback responses like “I’m sorry, I can’t retrieve that data right now” rather than confusing or wrong answers.
• Logging and audit trails: Keep logs of which tools were used and what outputs were returned for each query. In the finance domain, this is useful for compliance – you want to know if the agent looked up a stock price at 3 PM and that led to advice given. It also helps debug if the agent gives a strange answer; you can check if perhaps a tool returned an unexpected result.

Example for Finance

Consider a scenario: you ask the agent, “Should we rebalance our portfolio given the current market?”

This is open-ended, but a well-designed agent logic could handle it. The agent might
1) use a tool to get your portfolio breakdown from a database
2) for each asset, use a market data API to get current performance
3) maybe run a small Python tool to calculate the portfolio’s risk or allocation percentages
4) then feed all that into the LLM to generate a coherent analysis and recommendation.

If one of those steps fails (say one stock’s data can’t be fetched), the agent logic might still proceed with what it has and note “some data was unavailable.” Without this layer, a plain LLM might only give generic advice. With agent logic and tools, the answer becomes specific, data-driven, and actionable – for instance, “Your portfolio is currently 70% stocks and 30% bonds. Given market trends (tech stocks up 5% this month), it may be wise to rebalance to 60/40 to lock in gains. Here’s a table of your assets with suggested adjustments…”. This orchestration makes the AI agent far more powerful for finance tasks.

6. Generative UI (GenUI)

What this layer is

This is the presentation layer – the Agent UI that users interact with – and it’s generative, meaning it’s created on the fly by the AI’s output. Instead of a fixed set of UI elements, the interface can change based on what the AI wants to show. Generative UI (GenUI) means the AI’s output is not just text; it is a specification of UI components (in a special format) that render live for the user. In simple terms, the AI agent can design parts of its own interface on the fly to best communicate its answer. One moment it might show a chart, the next an interactive form, all within the chat. This dynamic UI approach is a game-changer for AI interactions: users get to see data in familiar visual forms (graphs, tables, buttons) without a human having to pre-build those elements for every possible outcome. Under the hood, a GenUI system uses a library or API (such as C1 by Thesys) that interprets the AI’s response (written in a descriptive DSL) and renders actual UI components in your app (for example, real React components in a web app). Learn more about Generative UI and how it redefines UI for AI.

Function

• Render AI output into interface: The GenUI layer takes structured output from the LLM (DSL snippet describing a UI) and turns it into a live, interactive element in the user's browser or application. If the AI outputs a GenUI instruction for a bar chart with certain data, this layer draws that chart on the screen, immediately and seamlessly.
• Adapt the interface dynamically: As the conversation continues, the UI can change. The agent might present a table of data and then, if asked to drill down, generate a different view or add interactive filters. The Generative UI layer handles these changes in real time. This keeps the experience fluid and tailored to the user’s request, rather than a one-size-fits-all UI.
• Maintain consistency and style: A good GenUI implementation (like C1) works with your existing frontend framework (e.g. React) so that generated components can be styled to match your brand and follow your app’s theme. Developers can set constraints or themes via the Thesys Management Console so that even though the AI is creating the UI layout, it still looks and behaves like part of your product. This layer ensures the generative elements are production-quality: stateful (users can interact with them), accessible, and secure (no arbitrary code, just predefined component types).

How to integrate C1

• Use the C1 API endpoint: Instead of calling an LLM API directly, you route your requests through C1 by Thesys (using your Thesys API key). The request and prompt format remain almost the same, but the responses you get back can now include special GenUI directives along with text. Essentially, you’ve given your agent the ability to output UI components.
• Add the C1 frontend library: Include the C1 React SDK in your front-end. This small library listens for the Thesys DSL (the instructions for UI) in the model’s responses. When it sees, for example, a “<Chart>” component instruction in the output, it automatically renders an actual chart in the chat interface. If the model outputs a form, the SDK renders that form which the user can then fill out, and you can capture that input and send it back to the AI if needed – enabling interactive dialogs.
• Configure theming and controls: Through the Thesys Management Console, you can set global styles (colors, fonts) so any UI the AI generates will use those. You can also control which components are enabled. For instance, if your app doesn’t need maps or certain widgets, you can restrict those. Conversely, you can add custom components that the AI can use (maybe a proprietary chart type specific to your business). This ensures the GenUI output aligns with your brand and functionality.
• Minimal code changes: Upgrading a static chat to GenUI is designed to be straightforward. Often it’s just swapping the API endpoint and including the library. For example, in a typical chatbot you might have code that displays user and AI messages. With GenUI, that display code remains mostly the same; the library hooks into it and whenever an AI message contains a component spec, it renders that instead of plain text. The developer doesn’t have to write new rendering logic for each type of component – C1 handles it. You can find quickstart guides in the Thesys Documentation and even experiment live in the Thesys Playground with sample prompts like “show the last quarter revenue as a bar chart.” The system will generate the chart UI for you automatically. For more inspiration, check out Thesys Demos, which showcase working examples of GenUI in different AI agent scenarios.

Alternatives

C1 by Thesys is a dedicated Generative UI API that works with any LLM and any frontend framework, making it a one-of-a-kind solution today. There are few direct alternatives currently available. Most teams that want similar functionality either:

• Hand-craft parsers: Developers write custom code to parse LLM outputs for specific patterns (like looking for <table> HTML or markdown charts) and then render some UI. This works in narrow cases (like if you only ever need charts), but it’s brittle – whenever the AI output format changes or if you want a new component, you have to update your parser. It’s a lot of manual effort and not scalable to many component types.
• Static template libraries: Some try to predefine a library of response templates (e.g. one format for a chart, one for a summary, etc.) and have the AI choose among them. This can ensure consistency but loses the flexibility – you’re back to a limited set of UIs. It’s essentially not generative UI, just dynamic selection of pre-built UI. It can’t handle unexpected needs or creative new visualizations without a developer coding it in advance.
• Do nothing (text-only): Of course, one alternative is to stick to plain text answers in a chat interface. This avoids any additional complexity, but you miss out on the huge UX gains of GenUI. Especially in finance, numbers and analyses are much easier to digest with visuals. Not using GenUI means the agent might output a long text description of a table that would have been instantly understood if shown as an actual table or chart.

Best practices

• Balance text and visuals: While GenUI enables rich components, don’t overload the user with too many at once. The agent should still provide a concise explanation or summary in text and use visuals to support it. For example, accompany a chart with one-sentence insight (“As shown below, expenses spiked in Q4”). This way, users get context for the visual and can choose to engage with it.
• Ensure responsiveness: Test how generated components behave on different devices or screen sizes, just as you would with normal UI. A table or chart should be scrollable or resizable if it has a lot of data. C1 by Thesys handles much of this by leveraging your existing responsive frontend styles, but keep an eye out for any component that might need constraints (like maximum height for a chart) to stay user-friendly.
• Use GenUI for actions, not just display: One powerful aspect of GenUI is interactivity. Best practice is to leverage that. For instance, if the agent suggests two options to solve a problem, it could present them with buttons like “Apply Budget Cut” or “Request More Info”. The user can click, and your app can route that choice back to the agent or to a human workflow. This transforms the agent from a passive advisor into an active assistant that helps users execute decisions. Always think: can this answer be made clearer with a visual or more useful with an interactive element? If yes, prompt the AI to use GenUI to provide that.

Example for Finance

A finance manager using the agent asks: “Can you show me the breakdown of expenses by category for this quarter?”Instead of just replying with a list, the AI (with GenUI enabled) produces a pie chart component. The answer might come back as a pie chart showing slices for salaries, marketing, travel, etc., each labeled with amounts. Along with it, the agent writes a sentence: “Here is the expense breakdown for Q1 2025 – marketing and salaries are the largest segments.” The manager sees the chart right in the chat and can even click on a slice to see sub-categories if the component allows. This interactive chart is rendered by the GenUI layer using the spec from the AI’s output. The experience feels magical: a ChatGPT-style question resulted in a mini-dashboard appearing on demand. Under the hood, C1 by Thesys interpreted the AI’s answer (which might have been something like: “<PieChart data=... />”) and created a React pie chart component live. Without the developer having to pre-build that UI, the AI effectively added a new feature to the app in real time – illustrating why Generative UI is so powerful for AI-driven products.

7. Deployment & Monitoring

What this layer is

The final layer is about getting your finance AI agent out into the real world (deployment) and keeping an eye on it once it’s running (monitoring). Deployment involves the infrastructure and environment where your agent lives – this could be a cloud server, an on-premises setup, or even within a client application. Monitoring covers all the tools and practices to observe the agent’s performance, usage, and safety in operation. This layer is crucial for a production-grade agent, especially in a domain like finance where reliability and compliance are non-negotiable. It includes everything from load management (can the agent handle multiple queries at once?) to logging (recording conversations for review) to analytics (tracking how often users use it and what for). Essentially, even the smartest AI agent needs a solid foundation to run on and oversight to ensure it continues to operate correctly and improve over time.

Function

• Host the AI service: Decides where and how the agent’s backend runs. This could be a web service that your application calls. It needs to be secure (protecting data and access), scalable (able to handle peak usage, say end of quarter report time), and performant (low latency so users aren’t waiting too long for answers).
• Monitor accuracy and behavior: Continuously tracks the agent’s outputs for quality. For example, monitoring can flag if the agent’s responses start getting unusually long or if it ever produces a disallowed statement (like revealing sensitive info). In finance, you might monitor for compliance triggers – e.g., if the agent ever provides advice that conflicts with regulations or company policy, that should be logged and reviewed.
• Collect feedback and metrics: This layer often includes user feedback loops (like letting users rate answers or correct the agent if it was wrong). It also gathers usage metrics: what questions are asked most, where the agent fails to answer, how much time it saves users, etc. These insights are immensely valuable for iterating on the agent (improving prompts, adding data sources, etc.) and for demonstrating ROI (e.g., “the agent handled 200 queries this week that would have taken our team 50 hours to research manually”).

Alternatives

• Local deployment (on-prem or offline): Run the agent on a local server or even a user’s machine. Great for data privacy, since everything stays in-house, and can be cost-effective for small scale. However, scaling is on you – if more people start using it, you need to add more hardware. Also, remote access is limited unless you expose your server through VPN or similar.
• Cloud deployment (managed): Use cloud services (AWS, Azure, GCP) to deploy your agent. You might use serverless functions for the logic, and managed databases for knowledge store. This is highly scalable – you can adjust resources on demand – and many security/compliance certifications are easier with major cloud providers. It does require careful configuration and ongoing cost management (you pay for what you use).
• AI platform or third-party service: There are emerging platforms that host AI agents for you. For example, some offer a dashboard to configure your agent and handle the ops behind the scenes. This can speed up deployment (you don’t worry about servers) and often includes built-in monitoring dashboards. The trade-off is less control over the environment and potential vendor lock-in. You’d want to ensure the platform supports your compliance needs (especially if financial data is involved).

Best practices

• Secure your endpoints: If your agent is deployed as an API, ensure it’s behind proper authentication. Use API keys or OAuth, and encrypt data in transit (HTTPS). Finance queries might contain sensitive info, so only authorized users/systems should be able to call the agent, and their interactions should be protected.
• Implement rate limiting and scaling plans: Prevent any single user from overloading the system by rate limiting how fast queries can be sent. Have a plan for scaling – for instance, if you anticipate heavy usage at certain times (year-end financial close), you might pre-warm extra instances or use auto-scaling rules. Conversely, scale down in off hours to save cost if using cloud resources.
• Regular audits and model updates: Treat the deployed agent as a living system. Schedule periodic audits of its responses (especially if it’s making decisions or regulatory-sensitive outputs).
  Also, update its components regularly: apply patches to libraries, update to newer model versions if they fix bugs or improve safety, and refresh the knowledge base. Monitoring logs should feed into these audits – e.g., if the agent often says “I don’t have data on X”, maybe you need to feed it more info on X. Always have a rollback plan when updating the agent, in case a new change reduces performance or accuracy.

Example for Finance

After building the agent, you deploy it on your company’s internal cloud. For monitoring, you use a dashboard that tracks each query. Suppose the agent is used by the finance team to generate variance analysis reports. The monitoring might reveal that the agent takes notably longer on queries about “Q4 forecasts” – perhaps because the dataset is large. This insight might lead you to optimize that data retrieval. You also log every recommendation the agent gives for compliance reasons. In one case, the agent provided a suggestion that wasn’t fully compliant with an internal policy (maybe it suggested an action beyond a user’s spending limit). Thanks to monitoring, you catch that, and in response, you tighten the domain instructions for that scenario and add a check in agent logic to prevent it in the future. On the deployment side, during quarterly earnings season, more people use the agent to crunch numbers, so you scale up the underlying LLM service instances to handle the load, ensuring responses stay quick. Once that period passes, you scale down to save cost. By diligently deploying and monitoring in this way, you ensure the finance AI agent remains reliable, secure, and effective as it becomes a regular part of your team’s toolkit.

Benefits of a Finance AI Agent

Implementing an AI agent in finance can deliver transformative benefits for your organization:

• Efficiency: Automates repetitive finance tasks (like generating reports or consolidating data), freeing up team members to focus on analysis and decision-making rather than number-crunching. Routine workflows that once took hours can be completed in minutes, significantly boosting productivity.
• Consistency and Availability: Provides clear, always-on support for financial workflows. The agent doesn’t get tired or make arithmetic mistakes – it applies the same rules and logic every time, and it’s available 24/7. This means even at off-hours, you can get instant answers (for example, a quick revenue query before a late meeting) with a reliable, uniform approach.
• Personalization: Adapts to your company’s data and policies. Unlike a one-size-fits-all tool, a finance AI agent learns from your specific financial data (budgets, transactions, forecasts) and tailors its responses accordingly. Over time, it can even learn user preferences (like preferred report formats). Essentially, it becomes your organization’s finance assistant, not just a generic chatbot.
• Better Decisions: Surfaces insights from large datasets that would be impractical to analyze manually. By leveraging the AI’s pattern recognition and the Generative UI to visualize results, the agent can highlight trends or anomalies that might go unnoticed. For instance, it could quickly scan thousands of ledger entries to spot an unusual expense pattern, then present it via an interactive chart. This helps managers make informed decisions backed by comprehensive data analysis, improving the quality and speed of financial decision-making.

These benefits come together to augment the finance team’s capabilities. The agent acts as an on-demand analyst, auditor, and assistant, all in one – enhancing the overall AI UX (user experience with AI) by making complex finance operations feel as simple as having a conversation. And because the interface is an Agent UI designed for interaction, users of all technical levels find it approachable: you ask in plain English and get results (and visuals) immediately, which lowers the barrier to extracting value from advanced AI and data tools.

Real-World Example

To illustrate, let’s walk through a scenario of a finance professional using an AI agent in daily work:

Meet Elena, a CFO at a mid-sized company. One morning, Elena opens her finance AI agent interface (it looks like a chat window, similar to ChatGPT, embedded in her finance dashboard application). She types: “Show me the revenue and expense trends for this year, and highlight anything unusual.”

Within seconds, the agent responds: “This chart shows monthly revenue vs. expenses for 2025. Notably, in August, expenses spiked significantly while revenue held steady.” Below the text, an interactive line chart appears, generated through Generative UI (GenUI). The chart has two lines (revenue and expenses by month). Elena can hover over the August data point and indeed sees expenses were 30% higher than July.

She follows up: “What caused the August spike in expenses?” The agent remembers the context (thanks to its memory layer) and digs into the data. It returns a brief summary and a table: “August’s expense increase was largely due to a one-time server upgrade purchase and an annual software license renewal. See table below.” The table lists major expense categories for July vs August, highlighting the IT Infrastructure category jump. Elena notices a button generated alongside the table: “View Details”. She clicks it, and the agent (using GenUI interactivity) displays a further breakdown of the IT expenses in August, even allowing her to click on the server upgrade item to read the purchase memo. All this happens seamlessly in the chat interface.

Impressed, Elena decides to test the agent’s capabilities further. She asks: “Generate a draft of a Q3 financial highlights report for the board.” The agent proceeds to compile key figures (it retrieves Q3 data from the knowledge base and perhaps uses a reporting template from its prompts). It produces a few paragraphs summarizing revenue, profit, and noteworthy events, and even includes a dynamically generated bar chart comparing Q3 performance to Q2. Elena didn’t have to run Excel or call an analyst – her AI assistant prepared a report draft in seconds. She reviews it, making a note to verify a couple of numbers (as a good practice), but everything looks accurate.

Finally, Elena wonders if the agent can help with decision support. She asks: “If we reduce operating expenses by 10% next year, how would that affect our profit margin (assuming revenue grows 5%)?” The agent, acting like a financial advisor, uses its tools to run this scenario: it calculates the projected margin and responds with a clear answer: “A 10% cut in operating expenses, with a 5% revenue growth, would improve next year’s profit margin from 15% to approximately 18%. This assumes other factors remain constant.” It also shows a small computed table of current vs projected numbers, so Elena can see the breakdown.

In this story, Elena experienced how a finance AI agent can be like a supercharged colleague: answering questions, providing interactive charts (the LLM UI components rendered by C1), and even performing what-if analysis on the fly. The AI UI felt intuitive – she was essentially chatting, not coding or querying a database, yet she got rich data insights. This kind of real-world use case demonstrates the power of pairing LLM intelligence with domain knowledge and GenUI-driven interactivity to dramatically improve how finance professionals work.

Best Practices for Finance

• Keep the Agent UI simple and focused: Don’t overwhelm users with too many options or complex layouts. Even though GenUI can create many types of components, it’s best to introduce them gradually. Ensure that at any given step, the user is presented with a clear, concise answer or interaction. Simplicity builds trust – when the interface is clean, users can easily follow the AI’s logic and not feel lost.
• Use Generative UI (GenUI) to present actions, not just text: Whenever the agent’s response could be made more useful with an interactive element, take advantage of it. For example, if the agent suggests two courses of action (e.g., “cut costs by 5%” vs “focus on increasing sales”), provide buttons for those choices. This turns the conversation into a guided decision tool. Visuals and widgets can also prompt the user’s next question (a chart might lead them to ask about a specific spike). In short, a well-designed GenUI doesn’t just answer questions—it helps users decide what to do next.
• Refresh source data regularly: Finance data gets outdated quickly. Set up a routine (daily, weekly, or real-time as needed) to update the agent’s data sources and retrain or re-index your knowledge base. For instance, if you add a new ledger or a new product line, incorporate that into the agent’s data ASAP. Regular refreshes mean the agent’s guidance is always based on the latest information, maintaining its relevance and accuracy.
• Add human-in-the-loop for high-risk actions: If the agent is set up to initiate any real processes (like executing a trade, approving a budget, or sending out an invoice), implement approvals. A common practice is to let the agent draft an action (e.g., “I prepared a payment of $X to vendor Y”) but require a human to click “Approve” to actually execute. This safeguard is crucial in finance, where mistakes can have big consequences. The AI remains an assistant, not fully autonomous when it comes to final decision authority on critical matters.
• Track accuracy, latency, and time saved: Put metrics in place to measure how well the agent is doing. Accuracy could be tracked by spot-checking responses (what percentage of answers are correct or useful). Latency is important for user experience – if answers take too long, users might revert to old tools. Time saved can be estimated by the types of queries answered; for example, if the agent handled a task in 2 minutes that takes an analyst 2 hours, that’s a tangible gain. By monitoring these metrics, you can quantitatively show the agent’s value and identify areas for improvement (e.g., if some queries are slow, optimize those paths).
• Document access and retention policies: As you deploy the agent, have clear documentation on what data it can access, how long conversations are stored, and who can see those logs. Finance often involves sensitive info, so outline policies: e.g., “Chat records are stored for 30 days for auditing, then deleted” or “Only the finance IT team can retrieve full chat histories for compliance checks.” Making these policies clear builds user trust and ensures compliance with regulations like GDPR or industry-specific rules.

Common Pitfalls to Avoid

• Overloading the UI with too many components: It’s exciting to have charts, tables, forms, and more, all generated on the fly. But throwing everything at the user at once can be counterproductive. Avoid answers that come back with a wall of interactive elements that are hard to interpret. Each response should ideally focus on one main visualization or interaction. If multiple components are needed, consider a step-by-step reveal (perhaps guided by user input).
• Relying on stale or untagged data: An AI agent is only as good as its data. If the knowledge base contains old financial figures that aren’t labeled by date, the agent might present them as current – a major misstep. Always tag data with time frames (e.g., “FY2024 Revenue”) and archive or separate outdated info. If using real-time data, ensure your pipeline doesn’t silently fail (leading the agent to use last week’s data as if it’s current).
• Skipping guardrails and input validation: Don’t assume the AI will “just do the right thing” in all cases. Without guardrails, a user might ask “Allocate $1,000 bonus to everyone” and the agent, misunderstanding, could trigger an action across the payroll system (if it had that power). Set up validations – both in prompts (the agent should confirm actions) and in the tool layer (certain commands require confirmations or have limits). Guardrails also include moderating user input: if someone asks the agent to do something harmful or irrelevant, the agent should refuse or ask for clarification rather than trying to comply and making an error.
• Deploying write actions without approvals: Similar to human-in-the-loop, but worth emphasizing: any action that changes data or records in your financial systems should have a checkpoint. Even if the AI is 99% accurate, that 1% mistake on a financial transaction can be costly. For instance, if the agent is set to integrate with an ERP system to create entries, make sure those entries go into a pending state for review rather than straight to final. It’s wise to gradually increase the autonomy of the agent as it earns trust. In early stages, keep it read-only or advisory. Then maybe allow it to prepare drafts. Only when thoroughly confident, and with proper oversight, let it execute tasks end-to-end.

By being mindful of these pitfalls, you can avoid common failures and ensure your finance AI agent remains a boon rather than a liability. Many of these pitfalls boil down to one theme: maintaining control and clarity. As powerful as AI is, in finance you never want a “black box” running wild. Combining the agent’s capabilities with prudent checks and balances yields the best outcome.

FAQ: Building an AI Finance Agent

Q1. What makes a finance AI agent different from a regular chatbot?
A1. A finance AI agent is much more than a simple chatbot that spits out canned answers. It has an understanding of financial concepts and can perform tasks autonomously. For example, a normal chatbot might retrieve a pre-written answer about budget tips, but a finance AI agent can actually calculate budget variances or pull live financial data on command. It’s goal-driven – if you ask for a report, it will gather data, analyze it, and give you the results, not just a generic paragraph. Additionally, with a ChatGPT-style interface enhanced by Generative UI (GenUI), the agent can show interactive charts, tables, or even forms, whereas regular chatbots are usually text-only. In short, the finance AI agent combines conversational ease with analytical power, tailored specifically to finance tasks.

Q2. Do I need to be a developer or have technical skills to build a finance AI agent?
A2. You don’t have to be a hardcore developer, but some technical comfort helps. Many components (like choosing an LLM or connecting a data source) can be configured with minimal coding, especially with modern AI platforms. If you use tools like Thesys’s C1 and their Playground, you can visually experiment with prompts and GenUI without writing a lot of code. However, building a robust agent for production often involves a developer to integrate systems and ensure everything runs smoothly. For a non-technical professional, the best route is to collaborate with a technical team or leverage an AI agent platform. The good news is that you can largely focus on defining the finance problems and data, and the technical parts (LLM integration, UI rendering) are increasingly plug-and-play with solutions dedicated to AI UI and agent orchestration.

Q3. How does the AI agent know when to show a chart or table instead of just text?
A3. This comes down to how we prompt and configure the agent. We give the LLM guidelines like “if the data is better understood visually, use a chart component.” Over time, through example-based learning (few-shot prompts) or fine-tuning, the agent learns common scenarios: numbers over time could be a line chart, category breakdown could be a pie chart, a comparison might be a table. The Generative UI (GenUI) capability means the agent has a sort of palette of UI elements it can choose from. The actual decision is made by the model as part of generating the answer. Because it was instructed about these possibilities, it will include the appropriate UI spec in its output. In practice, it’s a bit like training a junior analyst to include a graph in a report whenever it makes the point clearer – we train the AI through instructions and examples to do the same. The result is a much richer AI UX, where the agent’s response is not only correct but also easy to understand at a glance.

Q4. Is it safe to let an AI agent handle sensitive financial data and decisions?
A4. Safety and security are top priorities, especially in finance. Technically, modern LLMs and platforms can be used in a secure manner – for instance, you can self-host models to keep data in-house, and use encryption for any data in transit. The agent should also be restricted by design: you’ll give it access only to the data it needs, and put guardrails on what it can do (for example, it might be allowed to read transaction data but not to initiate payments on its own without approval). For decisions, think of the agent as an assistant, not a boss. It provides insights and suggestions, but critical decisions or large transactions should still have human oversight (human-in-the-loop). Also, you will implement logging and monitoring to review the agent’s actions. Many companies already use AI (even ChatGPT-based systems) under strict policies and have found it can be done safely – it just requires planning. By controlling the environment (via the stack layers we discussed) and starting with the agent in an advisory role, you can mitigate risks and gradually build trust in its operation.

Q5. Can a finance AI agent work with our existing software (like Excel or an ERP system)?
A5. Yes, integration is a key strength of AI agents. Through the Agent Logic & Tools layer, you can connect the agent to almost any system. If your team uses Excel a lot, the agent can be set up with a tool to read Excel files or even update them. For instance, users could ask the agent to pull figures from a specific spreadsheet. Many ERP systems (like SAP, Oracle, etc.) have APIs, so you could allow the agent to query data from them. The agent essentially acts as an intelligent intermediary – with the right API connections or connectors, it can fetch data from your accounting software, CRM, databases, or forecasting tools and then present the result in the chat. Integration does require some technical work to set up those connectors, but once in place, the agent provides a unified interface. People could get information or trigger actions in various software just by asking the AI. Imagine saying “AI, pull the latest balance sheet from our ERP and highlight any accounts that changed over 10% from last quarter” – the agent could log into the ERP via an API, get that data, and return with an answer and maybe a table. This AI frontend approach spares users from having to navigate multiple systems; the agent brings the data to them in one place.

Conclusion and Next Steps

Building a finance AI agent may sound complex, but by following these seven steps, you break the problem into manageable layers – from data and models to interface and deployment. The end result is a powerful assistant that combines the brains of LLMs with the beauty of an adaptive, dynamic interface. By pairing traditional AI capabilities with Generative UI (GenUI), you get the best of both worlds: an agent that not only thinks like an analyst but also communicates like a polished presenter. It can chat in plain language, crunch numbers in the background, and pop up interactive charts all in one seamless flow. This kind of AI agent UI represents a new wave of user experience where the software moulds itself around the user’s needs in real time.

For finance professionals, the value is tangible – faster analyses, more insightful reports, and less time spent wrestling with data. And for organizations, it means scaling expertise (it’s like giving every team member their own financial analyst on-demand) and making smarter decisions with confidence in the data. The adaptability of the UI also future-proofs your application: as your needs evolve, the AI can present new solutions without a complete UI overhaul.

As you embark on creating your own finance AI agent, keep the focus on user needs and trust. Start with a clear problem to solve (like automating a report or answering policy questions), ensure your agent has the right knowledge and guardrails, and iterate based on feedback. The journey is iterative, but the payoff is a transformative tool that can change how your finance team operates.

Next Steps: If you’re excited to implement these ideas, explore the resources from Thesys – The Generative UI company. Check out the Thesys Website for more on the vision of “UI of AI”. You can see Thesys Demos in action to spark inspiration, and use the Thesys Playground to experiment with Generative UI components in a live setting. When you’re ready to build, the Thesys Documentation provides a walkthrough on using C1 by Thesys in your project, and the Thesys Management Console lets you manage your GenUI settings (like theming and API keys) conveniently. For hands-on implementation guidance, you can also read how to build Generative UI applications with best practices.

By leveraging these tools and following best practices, you’ll be well on your way to launching a high-quality AI-driven finance assistant in a fraction of the time it would traditionally take. Embrace the future of adaptive, intelligent interfaces – your users (and your bottom line) will thank you for it.